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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,403 | $315,200-87.5% | $238,191-83.5% | $155,188-74.6% |
| Participation rate | 100.0% | 82.6%+17.4pp | 77.1%+22.9pp | 80.8%+19.2pp |
| Annual return | 7.54% | 10.25%-2.7pp | 13.02%-5.5pp | 148.84%-141.3pp |
| Employer contribution / active EE | $7,573 | $6,383+18.6% | $5,082+49.0% | $4,248+78.3% |
| Participant deferral / active EE | $0 | $8,044-100.0% | $6,726-100.0% | $6,531-100.0% |
| Admin fee / account holder | $1,774 | $48,031-96.3% | $34,582-94.9% | $14,480-87.8% |